Filed March 15, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,162 | $72,277-33.4% | $101,248-52.4% | $79,858-39.7% |
| Participation rate | 93.0% | 68.5%+24.5pp | 75.8%+17.2pp | 69.6%+23.3pp |
| Annual return | 9.96% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $581 | $2,692-78.4% | $3,660-84.1% | $2,471-76.5% |
| Participant deferral / active EE | $3,841 | $3,282+17.0% | $4,370-12.1% | $3,740+2.7% |
| Admin fee / account holder | $20,597 | $4,400+368.1% | $5,945+246.4% | $5,306+288.2% |